Houlihan Lokey, Inc.
HLI- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001302215
In the last 90 days, Houlihan Lokey, Inc. insiders filed 1 open-market purchase and 1 sale; 520 institutions reported holding it in 13F filings for Q2 2026, worth $7.40B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Houlihan Lokey, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 330
- 0 vs. Q4 2022
- Shares held
- 50.2M
- +369.2K (+0.7%) vs. Q4 2022
- Total value
- $4.40B
- +$53.1M (+1.2%) vs. Q4 2022
- New holders
- 38
- 143 more added
- Sold out
- 38
- 100 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 520 | $7.40B |
| Q1 2026 | 547 | $7.72B |
| Q4 2025 | 579 | $9.30B |
| Q3 2025 | 553 | $10.9B |
| Q2 2025 | 549 | $9.93B |
| Q1 2025 | 525 | $8.60B |
| Q4 2024 | 506 | $9.29B |
| Q3 2024 | 452 | $8.36B |
| Q2 2024 | 416 | $7.19B |
| Q1 2024 | 399 | $6.81B |
| Q4 2023 | 393 | $6.45B |
| Q3 2023 | 338 | $5.39B |
| Q2 2023 | 331 | $4.92B |
| Q1 2023 | 330 | $4.40B |
| Q4 2022 | 335 | $4.35B |
| Q3 2022 | 323 | $3.71B |
| Q2 2022 | 324 | $3.86B |
| Q1 2022 | 343 | $4.42B |
| Q4 2021 | 344 | $5.21B |
| Q3 2021 | 308 | $4.78B |
| Q2 2021 | 302 | $4.31B |
| Q1 2021 | 276 | $3.47B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 87 | $3 | 0.00% | +87 | New |
| Eagle Bay Advisors LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $175 | 0.00% | −1−33.3% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $612 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $788 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $875 | 0.00% | −3−23.1% | Reduced |
| AdvisorNet Financial, Inc | 10 | $875 | 0.00% | −2−16.7% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.23K | 0.00% | +1+7.7% | Added |
| Accel Wealth Management | 14 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $1.40K | 0.00% | −3−15.8% | Reduced |
| Denali Advisors LLC | 19 | $1.66K | 0.00% | +5+35.7% | Added |
| Morton Brown Family Wealth, LLC | 23 | $2.01K | 0.00% | +23 | New |
| Brown Brothers Harriman & Co | 33 | $2.89K | 0.00% | +33 | New |
| Parkside Financial Bank & Trust | 33 | $2.89K | 0.00% | −68−67.3% | Reduced |
| KB Financial Partners, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 36 | $3.15K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $3.50K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 41 | $3.59K | 0.00% | +1+2.5% | Added |
| Glassman Wealth Services | 47 | $4.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 49 | $4.29K | 0.00% | +49 | New |
| First Manhattan Co | 50 | $4.37K | 0.00% | +50 | New |
| Bokf, NA | 59 | $5.16K | 0.00% | −17,401−99.7% | Reduced |
| Bogart Wealth, LLC | 61 | $5.34K | 0.00% | +53+662.5% | Added |
| Private Trust Co NA | 70 | $6.12K | 0.00% | −70−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 81 | $7.09K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 83 | $7.26K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 83 | $7.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 92 | $8.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $8.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 97 | $8.45K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $9.10K | 0.00% | +104 | New |
| Acima Private Wealth, LLC | 104 | $9.10K | 0.00% | +104 | New |
| Spire Wealth Management | 108 | $9.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $9.80K | 0.00% | −43−27.7% | Reduced |
| Sageworth Trust Co | 130 | $11.4K | 0.00% | +130 | New |
| Quadrant Capital Group LLC | 133 | $11.6K | 0.00% | −76−36.4% | Reduced |
| Lindbrook Capital, LLC | 135 | $11.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 148 | $12.9K | 0.00% | +96+184.6% | Added |
| Washington Trust Advisors, Inc. | 159 | $13.9K | 0.00% | +19+13.6% | Added |
| Ameliora Wealth Management Ltd. | 169 | $14.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $14.9K | 0.00% | +170 | New |
| BDO Wealth Advisors, LLC | 175 | $15.3K | 0.00% | +1+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 189 | $16.5K | 0.00% | +19+11.2% | Added |
| Bessemer Group Inc | 196 | $17.0K | 0.00% | −232−54.2% | Reduced |
| Farther Finance Advisors, LLC | 195 | $17.1K | 0.00% | +33+20.4% | Added |
| Central Trust Co | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 209 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 249 | $21.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 251 | $22.0K | 0.00% | +10+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 269 | $23.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $25.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 296 | $25.9K | 0.00% | −4−1.3% | Reduced |
| Ellevest, Inc. | 303 | $26.5K | 0.00% | +7+2.4% | Added |
| Signaturefd, LLC | 314 | $27.5K | 0.00% | −6−1.9% | Reduced |
| First Horizon Advisors, Inc. | 339 | $29.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $30.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 566 | $49.5K | 0.00% | −1−0.2% | Reduced |
| Assetmark, Inc | 610 | $53.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 637 | $55.7K | 0.00% | +115+22.0% | Added |
| Umb Bank N A | 645 | $56.4K | 0.00% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 721 | $63.1K | 0.07% | +721 | New |
| Resources Management Corp | 600 | $65.0K | 0.01% | −4,710−88.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 834 | $73.0K | 0.00% | +834 | New |
| Householder Group Estate & Retirement Specialist, LLC | 838 | $73.0K | 0.03% | +838 | New |
| Gladius Capital Management LP | 907 | $79.4K | 0.02% | −60−6.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $86.0K | 0.00% | −50−4.8% | Reduced |
| Anchor Investment Management, LLC | 990 | $86.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,010 | $88.4K | 0.01% | +18+1.8% | Added |
| Nisa Investment Advisors, LLC | 1,080 | $94.0K | 0.00% | −150−12.2% | Reduced |
| Ci Investments Inc. | 1,133 | $99.0K | 0.00% | +16+1.4% | Added |
| Huntington National Bank | 1,133 | $99.1K | 0.00% | −176−13.4% | Reduced |
| State of Wyoming | 1,288 | $112.7K | 0.04% | +4+0.3% | Added |
| Harbor Investment Advisory, LLC | 1,478 | $129.3K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,490 | $130.4K | 0.01% | +1,146+333.1% | Added |
| SG Americas Securities, LLC | 1,620 | $142.0K | 0.00% | −1,241−43.4% | Reduced |
| Covestor Ltd | 1,797 | $157.0K | 0.14% | −410−18.6% | Reduced |
| Park Place Capital Corp | 1,864 | $163.1K | 0.05% | +46+2.5% | Added |
| Tower Research Capital LLC (TRC) | 2,034 | $178.0K | 0.01% | +1,829+892.2% | Added |
| Sawgrass Asset Management LLC | 2,318 | $202.8K | 0.03% | −1,396−37.6% | Reduced |
| Jump Financial, LLC | 2,359 | $206.4K | 0.01% | +2,359 | New |
| Creative Planning | 2,368 | $207.2K | 0.00% | +2,368 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,383 | $208.5K | 0.03% | +2,383 | New |
| Brinker Capital Investments, LLC | 2,388 | $208.9K | 0.00% | −56−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 2,388 | $208.9K | 0.00% | +2,388 | New |
| Janney Montgomery Scott LLC | 2,461 | $215.0K | 0.00% | +103+4.4% | Added |
| Voya Financial Advisors, Inc. | 2,547 | $219.8K | 0.03% | −203−7.4% | Reduced |
| AE Wealth Management LLC | 2,709 | $237.0K | 0.00% | −343−11.2% | Reduced |
| Metropolitan Life Insurance Co | 2,741 | $239.8K | 0.01% | −350−11.3% | Reduced |
| Regal Investment Advisors LLC | 2,758 | $241.3K | 0.02% | +2,758 | New |
| Proequities, Inc. | 2,768 | $242.2K | 0.02% | −62−2.2% | Reduced |
| Stephenson National Bank & Trust | 2,809 | $245.8K | 0.15% | +793+39.3% | Added |
| Pearl River Capital, LLC | 2,840 | $248.5K | 0.04% | −2,112−42.6% | Reduced |
| Advisory Services Network, LLC | 2,841 | $248.6K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,843 | $248.7K | 0.00% | +54+1.9% | Added |
| Capital Impact Advisors, LLC | 2,901 | $253.8K | 0.31% | 00.0% | Unchanged |
| Xponance, Inc. | 2,941 | $257.3K | 0.00% | +77+2.7% | Added |